Plan Snapshot
- Plan Sponsor: Alpi Usa, INC.
- Sponsor EIN: 133760895
- Sponsor Address: 70 EAST SUNRISE HIGHWAY, SUITE 607, VALLEY STREAM, NY, 11581
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 51 | $5.7M | $93,344 | $253,751 |
| 2023 | 71 | $4.9M | $186,164 | $491,264 |
| 2022 | 95 | $5.2M | $151,098 | $432,484 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $751,461 | — | $170,460 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $44,338 | — | $44,338 | — | — |